Markets, Layoffs, EM, and Goldman (Podcast)

Markets, Layoffs, EM, and Goldman (Podcast)

Phil Toews, CEO at Toews Asset Management, joins us in studio to talk about why he put so much into cash for much of 2022 and if he’s continuing a defensive play heading into 2023. Bloomberg Intelligence Senior Tech Analyst Anurag Rana talks about labor in tech and outlook for big tech companies. Bloomberg Intelligence Senior Analysts Mandeep Singh and Poonam Goyal join to discuss layoffs at Alphabet and Wayfair. Nick Stadtmiller, Head of Product with Medley Global Advisors, joins the show to discuss global economies and emerging markets. Sonali Basak, Wall Street reporter with Bloomberg News and Elliott Stein, Senior Litigation Analyst with Bloomberg Intelligence, joins the program to discuss the Federal Reserve probing Goldman Sach’s consumer business. Hosted by Matt Miller and Kriti Gupta.

See omnystudio.com/listener for privacy information.

Episoder(3324)

Revised GOP Bill Looking More Like Obamacare, Nisen Says

Revised GOP Bill Looking More Like Obamacare, Nisen Says

Max Nisen, a Bloomberg Gadfly columnist covering health care, talks about the GOP's newly revised Trumpcare bill. Carl Riccadonna, the chief U.S. economist for Bloomberg Intelligence, weighs in on Fed...

13 Jul 201717min

Inflation Objectives Unlikely if Tightening Accelerates, Riccadonna Says

Inflation Objectives Unlikely if Tightening Accelerates, Riccadonna Says

Mike Regan, the lead blogger for Bloomberg's Markets Live blog, Carl Riccadonna, Bloomberg Intelligence's chief U.S. economist, and Chris Condon, a Fed reporter at Bloomberg, talk about Fed Chair Yell...

12 Jul 201712min

Fed Warnings on Asset Prices Could Sour Market, Maley Says

Fed Warnings on Asset Prices Could Sour Market, Maley Says

Matt Maley, an equity strategist at Miller Tabak & Co., talks about bank earnings and why Congress needs to shoulder responsibility for the lack of fiscal policy. Max Nisen, a Bloomberg Gadfly columni...

11 Jul 201727min

Central Banks Going Too Far With Tightening, Bianco Says

Central Banks Going Too Far With Tightening, Bianco Says

Jim Bianco, the president and founder of Bianco Research, talks about the fixed income market, investing, inflation and the Fed. Jitendra Waral, a global Internet and consumer electronics analyst at B...

10 Jul 201729min

Trump and Brexit Are Driving Germany and France to Power, Rahman Says

Trump and Brexit Are Driving Germany and France to Power, Rahman Says

Eurasia Group's Mujtaba Rahman talks about the power shift taking place at the G-20 summit in Hamburg, Germany. Joe Deaux, a metals and mining reporter at Bloomberg, tells Pimm Fox how Americans will ...

7 Jul 201726min

Electric Cars Will Dominate Market by 2040, New Energy Finance's Morsy Says

Electric Cars Will Dominate Market by 2040, New Energy Finance's Morsy Says

Salim Morsy, an advanced transport analyst at Bloomberg New Energy Finance, says electric cars will be dominating the market by 2040. Thierry Wizman, a global interest-rate strategist at Macquarie Cap...

6 Jul 201727min

Stephen Schork's Oil Outlook

Stephen Schork's Oil Outlook

Stephen Schork, president of the Schork Group, gives his oil outlook and technical analysis of the energy markets. Eric Balchunas, an ETF analyst at Bloomberg Intelligence, discusses next-generation C...

5 Jul 201723min

The 'Sidelining' of the U.S. State Department

The 'Sidelining' of the U.S. State Department

Nick Wadhams, a foreign policy reporter at Bloomberg, says we are seeing a "sidelining" of the U.S. State Department. Joe Mysak, an editor at Bloomberg Brief, discusses news that Illinois is racing to...

30 Jun 201737min

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